金吾财讯 | 港铁公司(00066)股价疲软，截至发稿，跌4.37%，报24.1港元，成交额2.08亿港元。
汇丰环球研究发表报告表示，下调对港铁评级由“买入”降至“持有”，将目标价由34.6港元降至27港元，此相当对其每股资产净值预测(32.1港元)折让扩大至16%。该行指，虽然港铁旗下经常性业务持续改善，不过该行认为上升的资本开支周期或有拉低盈利能力的风险。该行视港铁为其行业中具防御性的股份，不过近期催化剂有限。该行考虑到融资成本升高及较低的租金预测，将其2024年至2026年的盈利预测下降2%至7.5%。
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